Leadforge

MedPG & Medico Platforms

About this app

LeadForge Telecaller is a purpose-built mobile CRM for sales teams and telecallers. Whether you're calling 50 leads a day or managing a team of 50 agents, LeadForge gives you everything you need — right from your phone.

📞 BUILT AROUND YOUR CALLS
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LeadForge detects every call you make and automatically creates a log — no manual entry. After each call, it walks you through a quick disposition: outcome, next callback, notes. Nothing slips through the cracks.

• Auto-detect outgoing & incoming calls
• One-tap call from lead profile
• Post-call disposition screen (outcome, follow-up, notes)
• Incoming caller ID — see the lead's name before you pick up
• Unknown callers flagged for instant lead creation
• Full call history per lead with duration & recording status

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🎯 SMART LEAD MANAGEMENT
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Your leads, your pipeline — fully configured for how your team works.

• See your full lead pipeline with stage, score & last activity
• Hot / Warm / Cold scoring at a glance
• Custom fields per tenant — see the data that matters to your business
• Filter by stage, source, score, date range, or any custom field
• Full lead timeline: calls, messages, notes, stage changes — all in one view
• Add internal notes visible only to your team
• Transfer leads to teammates with a reason log

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📅 CALLBACKS & TASKS
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Never miss a follow-up again.

• Schedule callbacks with date, time & notes
• Overdue callback alerts on your home screen
• Task management with priority levels (low / medium / high / urgent)
• Due date tracking, task comments, category tags
• Notifications for upcoming callbacks and overdue tasks

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💬 MULTI-CHANNEL COMMUNICATIONS
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Talk to leads the way they prefer.

• Send SMS, WhatsApp, and Email from within the app
• One unified conversation thread per lead (all channels in one place)
• Quick-send using pre-approved message templates
• Bulk WhatsApp & SMS campaigns to segmented lead lists
• Inbound messages matched automatically to lead profiles

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📊 YOUR PERFORMANCE DASHBOARD
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Know exactly how you're performing — every day.

• Today's calls, callbacks completed, leads moved, messages sent
• Conversion funnel: lead source → stage → close
• Stage aging: see which leads are stuck and for how long
• Personal analytics: your stats over time
• Manager view: team-wide performance comparison (for managers)

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🤖 AI COACHING (Where Enabled)
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Get better at selling with every call.

• Call recording analysis with coaching feedback
• Compliance monitoring — flag calls that miss required disclosures
• Win/loss pattern analysis across your team
• Personalized coaching moments based on your call history

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🔄 WORKS OFFLINE — SYNCS AUTOMATICALLY
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Bad network? Keep working. LeadForge queues every action and syncs the moment you're back online — call logs, dispositions, notes, and all.

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🏢 BUILT FOR TEAMS OF ALL SIZES
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• Individual telecaller: focus on your queue, calls & callbacks
• Team lead: monitor your team's performance and lead status
• Manager: org-wide visibility, user management, pipeline config
• Multi-org support: switch between tenants without logging out

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🔒 SECURE & ENTERPRISE READY
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• Secure session-based authentication with MFA support
• Role-based access — every user sees only what they should
• Data hosted in India | Enterprise-grade uptime

LeadForge Telecaller is designed for inside sales teams, BFSI telecallers, edtech counsellors, real estate callers, and any sales role where the phone is your primary tool.
To use this app, your organisation must have an active LeadForge subscription.
Visit app.leadforge.in to learn more or request a demo.

What’s new

• Call notes now save reliably the first time.
• Lead detail and transfer improvements.
• Bug fixes and performance updates.